Investment and Planning

Investment services are available to customers through Herzog Merchant Bank  Investment Professionals, a part of Investment Professionals Inc. This means your total financial needs can be handled inside the bank – with no need to go to another investment house across town or across the country. For a minimal monthly fee, you can electronically view your portfolio and obtain real-time stock quotes and Dow averages.

Our full-service Herzog Merchant Bank Investment Professionals financial consultants offer the same neighborly services you’ve come to expect from Herzog Merchant Bank bankers. And our financial consultants are right here inside our branches – making it easy for you.

The products offered are not FDIC-insured nor are they insured by any federal government agency. Products are not deposits or other obligations or guarantees of the bank and are subject to investment risks, including the possible loss of principal amount invested.

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